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SPDR Barclays Capital Long Term Tr shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Long Term Tr (SPTL) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in SPDR Barclays Capital Long Term Tr

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Long Term Tr held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Long Term Tr by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.5M 128k 27.22
2024-03-31 $2.4M 87k 27.94
2023-12-31 $1.3M 46k 29.02
2023-09-30 $599k 23k 26.03

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Raytheon Technologies Corp (RTX)
Qualcomm (QCOM)
3M Company (MMM)
Cummins (CMI)
Genuine Parts Company (GPC)

View all positions for Summit Financial Wealth Advisors

Top funds holding SPDR Barclays Capital Long Term Tr

State Street Corporation
Fisher Investments
Financial Engines Advisors L.L.C
Bank of America Corporation
Envestnet Asset Management
Goldman Sachs Group
Municipal Employees' Retirement System of Michigan
LPL Financial
Mirae Asset Global Investments
Mather Group
Jpmorgan Chase & Co
Mason Street Advisors
Honkamp Krueger Financial Services
Townsquare Capital
Stifel Financial

View all funds holding SPDR Barclays Capital Long Term Tr